Institutional Ownership Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY). We have compiled data on the 4,535 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $770 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
694
shares
|
$709,059
0.17% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
694
shares
|
$709,059
0.06% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
692
shares
|
$707,016
0.31% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
691
shares
|
$705,994
0.04% of portfolio
|
Q4 2025
Reduced 35.0%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
691
shares
|
$705,994
0.16% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
690
shares
|
$704,973
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
690
shares
|
$704,973
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
690
shares
|
$704,973
0.36% of portfolio
|
Q3 2025
Added 171.65%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
690
shares
|
$704,973
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
689
shares
|
$703,951
0.05% of portfolio
|
Q3 2025
Added 1225.0%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
688
shares
|
$702,929
0.14% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
688
shares
|
$702,929
0.11% of portfolio
|
Q3 2025
Reduced 23.39%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
687
shares
|
$701,907
0.09% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
687
shares
|
$701,907
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
685
shares
|
$699,864
0.44% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
684
shares
|
$698,842
0.17% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
684
shares
|
$698,842
0.17% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
683
shares
|
$697,821
0.08% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
683
shares
|
$697,821
0.1% of portfolio
|
Q4 2023
Reduced 3.12%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
683
shares
|
$697,821
0.19% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
683
shares
|
$697,821
0.08% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
682
shares
|
$696,799
0.08% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
680
shares
|
$694,756
0.26% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
680
shares
|
$694,756
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Nov 04, 2025 Q3 2025 |
680
shares
|
$694,756
0.48% of portfolio
|
Q3 2025
Added 27.58%
|
|